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FUNDRAISING NEWS | November 05, 2024

Dynasty Affiliate Cyndeo Wealth Recruits $200M Advisor to its Exec Team

Tags: Personnel, Financial Advisor Move

St. Petersburg, FL-based Cyndeo Wealth Management announced that veteran financial advisor Shawn Jiles has joined the firm, bolstering its Central Florida presence. 

Jiles served as SVP-senior financial advisor for 15 years at Merrill Lynch and more recently as private wealth advisor at Bison Wealth, where he managed $200M in assets, including for ultra-high-net-worth individuals and families. He brings over 20 years of experience and expertise in long-term financial planning, portfolio design, business succession, and liquidity strategies, the firm said. 

Cyndeo is part of Dynasty Financial Partners’ independent advisory network and manages $2.4B in client assets.

Source: https://www.businesswire.com/news/home/20241105568805/en/

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